Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Citizens Securities, Inc.

location

PITTSBURGH, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Lavezoli is a financial professional registered with Citizens Securities, Inc. in Pittsburgh, PA. Daniel has been in the financial industry since March 2000. Daniel is a licensed Investment Advisor Representative with Citizens Securities, Inc. Daniel holds the following licenses: Series 6, Series 7, Series 24, Series 63, and Series 65. Daniel is also registered with the following states: Delaware, Florida, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, and West Virginia. Daniel can provide financial planning, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
PARTICIPATE IN WRAP FEE PROGRAM
Unclaimed

Success Wealth Management LLC

location

WEXFORD, PA

0 Disclosures

ADVISOR BIO

Daniel Alexander Griego is an Investment Advisor Representative at Success Wealth Management LLC. Daniel has been in the financial services industry since October 2016. Daniel earned a Series 65 license on June 23, 2022. The firm's office in Wexford, PA is where Daniel is currently located. Daniel is also a Master Sergeant in the U.S. Army Reserve. Daniel has been with Success Wealth Management LLC since June 2022. The firm is a Registered Investment Advisor and has been in business since 2017.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

USA Financial Securities LLC

location

Mechanicsburg, PA

experience

17 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Daniel Fuller is a registered representative with USA Financial Securities LLC with 15 years of experience in the financial services industry. Daniel has Series 7, SIE, and Series 66 licenses and is registered in Pennsylvania. Daniel focuses on providing financial advice to individuals and corporations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Citizens Securities, Inc.

location

Fort Washington, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Matthew Moore is a financial advisor who is registered with Citizens Securities, Inc.. Daniel has been working in the financial industry for over 16 years. Daniel has worked for several firms including PNC Investments, Wells Fargo Advisors, LLC and Pruco Securities Corporation. Daniel has a wide range of experience in providing financial advice to clients. Daniel has Series 6, 7, 63 and 65 licenses and is registered in Florida, New Jersey and Pennsylvania. Citizens Securities, Inc. manages assets for high-net-worth individuals, corporations and other businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
PARTICIPATE IN WRAP FEE PROGRAM
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

HARRISBURG, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Brixius is a financial advisor at Cambridge Investment Research Advisors, Inc. Daniel has been in the financial industry for over 20 years and has a broad range of experience. Daniel holds both Series 6 and Series 7 licenses, along with the Series 63 and 65 licenses. Daniel also holds the SIE license, demonstrating continued commitment to professional education. Daniel currently provides financial advice and services to individuals and businesses in Pennsylvania and Texas. Daniel previously worked at ING FINANCIAL PARTNERS, INC. and MML INVESTORS SERVICES, INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

Pittsburgh, PA

0 Disclosures

ADVISOR BIO

Daniel McCurry is a financial advisor with Commonwealth Financial Network in Pittsburgh, Pennsylvania. Daniel has over 13 years of experience in the financial services industry. Daniel is a Certified Financial Planner. Daniel previously worked at PWA Securities, Inc. in Pittsburgh, Pennsylvania and Bill Few Securities, Inc., also in Pittsburgh, Pennsylvania. Daniel is registered in Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

VILLANOVA, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Shapero is a financial advisor currently associated with Fidelity Personal And Workplace Advisors. Daniel has over 13 years of experience in the financial services industry. Daniel is registered as a securities broker in Massachusetts, New Jersey, Pennsylvania, Texas and Utah and also an investment advisor in Pennsylvania and Texas. Daniel holds several licenses and certifications including Series 6, 7, 10, 63 and 66, and is also a Certified Financial Planner. Daniel's areas of specialization include financial planning, portfolio management for individuals and businesses and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

NFI, LLC | CFP ® (Certifications)

location

SEVEN FIELDS, PA

0 Disclosures

ADVISOR BIO

Daniel Fredric Rea is an investment advisor representative with NFI, LLC. Daniel has been in the industry since January 1994 and holds a Series 65, 63, 51, 24 and 7. Daniel is a Certified Financial Planner™ professional. Daniel also has a license to sell insurance.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

ABINGTON, PA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Daniel George Foy is a financial advisor with over 30 years of experience in the industry. Daniel Foy is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Daniel Foy is also a registered investment advisor in Pennsylvania. Prior to joining Wells Fargo, Daniel Foy was registered with Morgan Stanley DW Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Cetera Investment Advisers LLC

location

MEADVILLE, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Malyuk is a financial advisor who has been in the industry since March 1, 2014. Daniel is currently registered with Cetera Investment Advisers LLC, a firm that offers a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Daniel is also registered with the state of Pennsylvania. Before joining Cetera Investment Advisers LLC, Daniel worked at Key Investment Services LLC and LPL Financial LLC. Daniel is a Series 6, 7, 63, and 66 licensed professional.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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